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What information do I need to begin preparing my Estate Plan?
Nothing. Well, not nothing, but certainly less information than most people think they need to begin the process of preparing their will or trust.
For most people, estate planning is easy to procrastinate. A common weapon I see in the estate planning procrastination arsenal is the over-exaggeration of the information needed to prepare an estate plan. With the understanding that it’s easy to procrastinate, one of our goals is to make it easy to get your planning done.
How to Avoid Probate with Estate Planning
Author: Brenton McWilliams How to Avoid Probate with Estate Planning One of the major benefits to using a trust for estate planning is the ability to avoid the need for an estate in probate court. If the trust is created and funded properly, there is a continuity of...
What Happens When Real Estate in an Estate or Trust has a Mortgage?
In estate or trust administration, the deceased’s residence is often the largest asset of the estate. A mortgage on the residence or other property of the estate can be a source of frustration or stress for the heirs or spouse of the deceased borrower. I put together the following blog post to provide helpful information (and to clear up misinformation) about inheriting estate property that is subject to a mortgage.
